OptiBooks is in development. We are building with CPA firms now, not accepting customers yet. Interested in becoming a beta firm or development partner? Join the waitlist.
OptiBooks is an AI-assisted review platform being built to screen prior returns with the accounting behind them, direct your team to the items worth attention and turn a promising finding into a reviewable, client-ready decision.
Join the CPA beta waitlist Built for firms serving small and midsize business clients.The commercial gap
Preparation firms often know the client best. What they lack is a repeatable way to find the few issues that justify deeper work.
Without a screening layer, proactive work depends on memory, partner intuition or a client asking the right question at the right time. Reviewing every ledger manually is uneconomic; ignoring the records leaves legitimate recovery and planning work buried inside the compliance engagement.
OptiBooks is being built for that gap. It is not trying to replace the expert. It is trying to make sure the expert sees the right file, the right year and the right issue before valuable time is spent.
The firm workflow
A useful CPA platform has to manage the work after detection, not merely generate a longer list of ideas.
The firm view is being designed to separate files awaiting data, under analysis, ready for CPA review, approved for implementation and complete. Partners should be able to see where the work is—and where it is stuck—without opening every engagement.
Each finding should show what was detected, the accounting and tax effect, the authority relied on, the facts that must be true, the evidence still needed and the reason it may not apply. Unsupported ideas do not become client recommendations.
Keep client questions, supporting documents, proposed accounting adjustments, return impacts and the CPA's decision attached to the same finding. The point is not to detect an issue and lose it in email; it is to carry the issue through review.
Potential, CPA-approved, filed, realized and future or carryforward benefits are different states. OptiBooks is being designed to keep them separate so the firm can see what has actually been delivered—not just what software once estimated.
What changes
The best opportunities surface unevenly: during preparation, in a client conversation or when an experienced reviewer notices something unusual. Good judgment exists, but coverage is inconsistent.
The software performs the first-pass comparison and organizes the candidate. Your people spend time validating the facts, judging the authority, advising the client and implementing the decision—the work clients actually pay professionals to do.
A prior-year correction is not the end of the workflow. The same issue may require a forward control, an accounting adjustment or a planning decision for the current year. That gives the firm a concrete path from one finding to ongoing, defensible client value.
Best fit
The review is strongest when the filed return, general ledger, trial balance and relevant supporting records can be evaluated together. Firms that also provide bookkeeping or controller services begin with a particularly useful data set.
OptiBooks is intended to focus experienced judgment, not manufacture it. A senior reviewer, tax specialist or partner still evaluates the position; the broader team gets a more consistent path for escalating the right items.
OptiBooks does not file returns, represent taxpayers or post entries without review. If the requirement is straight-through automation that removes the professional decision, this is the wrong product.
Professional control
Tax software that cannot show its work does not reduce risk. It transfers unexplained risk to the signer.
Questions
Make discovery more systematic. OptiBooks is being built to screen the return and underlying accounting, identify the client-years and issues worth expert attention, and organize the support. The CPA still evaluates the position, advises the client and decides what to implement.
A workflow that distinguishes data readiness, analysis, CPA review, implementation and realized results; packages each finding with facts, authority and open questions; and keeps potential, approved, filed and realized benefits separate.
Yes. Nothing is filed, posted or treated as a final tax position without professional review. The reasoning, authority, assumptions and unresolved facts remain visible so the CPA can challenge the finding and decide whether to proceed.
We are not publishing a launch date yet. OptiBooks is still in development, and we will invite waitlist firms when there is a review-ready beta worth evaluating.